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Global Wealth Management Investment Advisory’s Nuveen Real Estate Income Fund JRS Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio JRS Stock Details JRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$3K – 742
2019
Q1 		$3K Hold
300
– – ﹤0.01% 494
2018
Q4 		$3K Buy
+300
New +$2.75K ﹤0.01% 537

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AAM
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAM
Bruderman Asset Management Locust Valley, New York $55.7M AUM 4.16% 1-Year Est. Return

Global Wealth Management Investment Advisory's JRS Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Nuveen Real Estate Income Fund (JRS) in Q2 2019, closing a stake of 300 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in JRS in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 58 funds tracked by Wall St. Rank hold JRS as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Nuveen Real Estate Income Fund position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 300 Nuveen Real Estate Income Fund shares in Q2 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Nuveen Real Estate Income Fund in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Nuveen Real Estate Income Fund position peaked at $3K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Nuveen Real Estate Income Fund as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.